TFO Wealth Partners’s KLA KLAC Stock Holding History

TFO Wealth Partners’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-300	Closed	-$10K	–	320
2022 Q2	$10K	Buy	+300	New	+$10.1K	﹤0.01%	126

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

TFO Wealth Partners's KLAC Position: Q3 2022 in Review

TFO Wealth Partners sold out of KLA (KLAC) in Q3 2022, closing a stake of 300 shares — an estimated $10K sold.

TFO Wealth Partners first reported a position in KLAC in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 1,057 funds tracked by Wall St. Rank hold KLAC as of Q3 2022.

TFO Wealth Partners reported no remaining KLA position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 300 KLA shares in Q3 2022, an estimated $10K.
TFO Wealth Partners first reported a position in KLA in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's KLA position peaked at $10K in Q2 2022.
1,057 funds tracked by Wall St. Rank held KLA as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.